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Calvin Lee

Gamma Investing LLC

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About Calvin Lee

Calvin Lee is an Investment Advisor Representative with Gamma Investing LLC and is also a Registered Investment Advisor. Calvin is licensed in California and has a strong background in the financial industry. Prior to joining Gamma Investing LLC, Calvin was associated with Penserra Securities, LLC, and Blackrock Execution Services. Calvin specializes in working with high-net-worth individuals and other investment advisors and holds the Series 3, 63, 65 and 7 securities licenses, along with the SIE. Calvin holds the Certified Financial Planner designation.

Firm Information

Calvin Lee is currently registered with Gamma Investing LLC. Gamma Investing LLC is an investment advisor with a focus on sub-advisory services. Based in , the firm provides portfolio management for businesses and individuals. With a total of 979 accounts, the firm manages approximately $1,006,044,574 in assets, primarily for other investment advisors.

$1.01B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Calvin Lee’s Registration & Firm History

CA

01/18/2022 - Present

Gamma Investing LLC (SAN MATEO CA)

CA

08/21/2014 - 02/06/2020

PENSERRA SECURITIES, LLC (ORINDA CA)

CA

01/26/2007 - 10/17/2013

BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 09/08/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2013

Series 3 - National Commodity Futures Examination

BC

Issued 01/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Calvin Lee.
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